Retirement Plans
Prepared for the best.
Whether you are a small business owner, HR Specialist or sole proprietor, it is important to be able to understand and navigate the complexities of the retirement plan world.
Prepare
Transparency
With constant updates from the IRS and Department of Labor, it is difficult to keep up from an administrative point of view. Our expertise goes beyond investments. We are here to breakdown the complexities of 401(k) plans to help you better understand the fees, structure and fiduciary responsibility of running an employer sponsored retirement plan.
Education
Between group presentations and individual consultations, our focus is on your employee’s financial education. While some of your employees might see a financial advisor regularly, often times someone’s 401(k) is there only investment assets and therefore we might be there only point of professional contact. We take this role very seriously and offer individual consultations on a basis that fits your company’s schedule and demand.
Commitment
Together we share a fiduciary responsibility to provide a retirement plan that is the best interest of your employees. We are with you every step of the way. Between benchmarking investment options, plan pricing and plan features, we will be regularly monitoring your plan to provide the most efficient avenue possible for your employees to retire prosperously and on time.
Want to take the next step?
Find out about EMS Wealth Management Financial Plans today.